Thursday, August 25, 2022 from 12:00 PM to 1:15 PM PDT
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Planned Giving Forum of Greater Sacramento

Friends for Life:
Stewarding Planned Gifts

Most fundraising operates on a continuous cycle: discovery, cultivation, solicitation, stewardship… morphing back into cultivation for the next gift. But what happens when you secure a gift that requires decades of stewardship just to maintain it? Planned gifts provide the ultimate opportunity for a donor to leave his or her mark on an organization, and if not stewarded properly over generations of fundraisers, can be reduced or even lost completely. This session gives attendees an opportunity to learn how best to steward planned gift donors, with an emphasis on the fact that the professional securing the gift likely will not be the professional on staff when the donor’s gift is realized.

Lisa M. Chmiola, M.S., CFRE, has more than 20 years of experience in philanthropic development. She has  served in major and planned giving roles in education (public an d private) and religious institutions, following initial career experience in event-based philanthropy. As Chief Fablanthropist for Fablanthropy (the intersection of fabulous and philanthropy), she works with nonprofit organizations and fundraising professionals providing consulting, training, and coaching services, particularly in legacy giving.

An AFP Master Trainer since 2014, Lisa has presented at four AFP International Conferences and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. She serves as an adjunct instructor in Communication at the University of Louisiana at Lafayette and has taught at Rice University’s Center for Philanthropy and Nonprofit Leadership.

Lisa is an active volunteer, serving on the U.S. Government Relations committee and the Emerging Leaders Task Force for AFP Global, as a board member of the National Association of Charitable Gift Planners (and past president of the Houston chapter), as a committee chair for the AFP Baton Rouge Chapter, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.

PGFGS Member: No cost
Nonmember: $25

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